DHK Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,448
| Closed | -$1.46M | – | 85 |
|
|
2024
Q1 | $1.46M | Sell |
12,448
-1,177
| -9% | -$138K | 1.03% | 25 |
|
|
2023
Q4 | $1.42M | Sell |
13,625
-527
| -4% | -$54.9K | 1.06% | 27 |
|
|
2023
Q3 | $1.35M | Sell |
14,152
-743
| -5% | -$70.7K | 1.2% | 22 |
|
|
2023
Q2 | $1.45M | Hold |
14,895
| – | – | 1.24% | 23 |
|
|
2023
Q1 | $1.32M | Buy |
+14,895
| New | +$1.32M | 1.64% | 18 |
|